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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Paris | TN | 01/2016 | Present |
| Carroll Bank & Trust | Paris | TN | 03/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Paris | TN | 06/2016 | Present |
| Cb&T Financial | Paris | TN | 10/2019 | Present |
1) Name of Business: Carroll Bank and Trust Address: 902 Mineral Wells Ave, Paris, TN Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 03/20/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I perform Teller duties. 2)Name of Business : CB&T Financial Address: Paris, TN Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 10/15/2019 Hours per month devoted to this business: 150 Hours per month devoted to this business during trading hours: 150 Description of duties: I am a Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-18 |
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